Purchases and Sales Made in Q3 2024 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q3 2024. The information is specifically focused on institutions that hold shares of JPMORGAN CHASE & CO.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-17.8K- 1.19% |
$3.47M - $4M
|
1.48M
$418M
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-17.9K- 50.12% |
$3.49M - $4.02M
|
17.8K
$5.04M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-17.9K- 25.74% |
$3.5M - $4.03M
|
51.8K
$14.7M
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-18.2K- 8.4% |
$3.54M - $4.09M
|
198K
$56.1M
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-18.3K- 45.3% |
$3.56M - $4.1M
|
22K
$6.24M
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-18.6K- 13.5% |
$3.63M - $4.19M
|
119K
$33.8M
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-18.7K- 5.22% |
$3.64M - $4.19M
|
338K
$95.8M
|
|
Nov 01, 2024
Q3 2024
|
Homestead Advisers Corp
|
SELL
|
- |
-18.7K- 2.31% |
$3.64M - $4.2M
|
791K
$224M
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-18.9K- 59.4% |
$3.69M - $4.26M
|
12.9K
$3.67M
|
|
Nov 13, 2024
Q3 2024
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-19.3K- 10.42% |
$3.77M - $4.35M
|
166K
$47.1M
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-19.4K- 83.63% |
$3.79M - $4.37M
|
3.8K
$1.08M
|
|
Nov 14, 2024
Q3 2024
|
Twinbeech Capital LP
Purchase, NY |
SELL
|
- |
-19.7K- 46.77% |
$3.84M - $4.43M
|
22.4K
$6.35M
|
|
Oct 11, 2024
Q3 2024
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-19.8K- 24.67% |
$3.86M - $4.45M
|
60.4K
$17.1M
|
|
Nov 14, 2024
Q3 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-19.9K- 23.8% |
$3.88M - $4.48M
|
63.8K
$18.1M
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-20K- 92.43% |
$3.89M - $4.49M
|
1.64K
$463K
|
|
Oct 03, 2024
Q3 2024
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-20K- 23.53% |
$3.9M - $4.5M
|
65K
$18.4M
|
|
Nov 08, 2024
Q3 2024
|
Central Securities Corp
New York, NY |
SELL
|
- |
-20K- 10.0% |
$3.9M - $4.5M
|
180K
$51M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-20K- 0.7% |
$3.9M - $4.5M
|
2.86M
$809M
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-20.1K- 2.04% |
$3.91M - $4.51M
|
964K
$273M
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-20.6K- 77.14% |
$4.01M - $4.63M
|
6.1K
$1.73M
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-20.6K- 13.97% |
$4.02M - $4.63M
|
127K
$35.9M
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-20.7K- 57.73% |
$4.03M - $4.65M
|
15.1K
$4.29M
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-21K- 87.08% |
$4.1M - $4.73M
|
3.12K
$884K
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-21.3K- 2.69% |
$4.15M - $4.79M
|
769K
$218M
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-21.4K- 91.82% |
$4.17M - $4.82M
|
1.91K
$541K
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-21.4K- 15.15% |
$4.18M - $4.82M
|
120K
$34M
|
|
Nov 08, 2024
Q3 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-21.5K- 39.93% |
$4.19M - $4.83M
|
32.4K
$9.16M
|
|
Nov 14, 2024
Q3 2024
|
Maltese Capital Management LLC
New York, NY |
SELL
|
- |
-21.7K- 35.69% |
$4.23M - $4.88M
|
39.1K
$11.1M
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-21.9K- 5.57% |
$4.28M - $4.93M
|
372K
$105M
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-22.2K- 11.59% |
$4.33M - $4.99M
|
169K
$47.9M
|
|
Nov 14, 2024
Q3 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-22.3K- 0.48% |
$4.35M - $5.01M
|
4.62M
$1.31B
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-22.5K- 11.44% |
$4.38M - $5.05M
|
174K
$49.3M
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-23K- 1.31% |
$4.49M - $5.18M
|
1.73M
$491M
|
|
Nov 14, 2024
Q3 2024
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-23.5K- 92.0% |
$4.59M - $5.29M
|
2.05K
$580K
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-24.1K- 7.35% |
$4.7M - $5.42M
|
304K
$86.1M
|
|
Oct 24, 2024
Q3 2024
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-24.6K- 75.95% |
$4.79M - $5.52M
|
7.78K
$2.2M
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-24.7K- 83.35% |
$4.82M - $5.56M
|
4.94K
$1.4M
|
|
Nov 12, 2024
Q3 2024
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-25K- 4.39% |
$4.87M - $5.62M
|
545K
$154M
|
|
Nov 14, 2024
Q3 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-25K- 0.91% |
$4.87M - $5.62M
|
2.73M
$773M
|
|
Nov 14, 2024
Q3 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-25.6K- 7.02% |
$4.99M - $5.75M
|
339K
$96M
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-25.7K- 3.35% |
$5M - $5.77M
|
740K
$210M
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-25.9K- 76.69% |
$5.04M - $5.82M
|
7.87K
$2.23M
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
SELL
|
- |
-26K- 13.82% |
$5.06M - $5.84M
|
162K
$45.9M
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-26K- 4.86% |
$5.07M - $5.85M
|
510K
$144M
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-26.3K- 3.42% |
$5.13M - $5.91M
|
744K
$211M
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-26.4K- 17.57% |
$5.15M - $5.94M
|
124K
$35.1M
|
|
Nov 07, 2024
Q3 2024
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-27K- 5.51% |
$5.25M - $6.06M
|
462K
$131M
|
|
Oct 30, 2024
Q3 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-27.3K- 8.06% |
$5.31M - $6.13M
|
311K
$88.1M
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-27.5K- 4.21% |
$5.36M - $6.18M
|
626K
$177M
|
|
Oct 28, 2024
Q3 2024
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-28K- 16.64% |
$5.46M - $6.29M
|
140K
$39.7M
|